American Electric Power Co Inc
AEP- Exchange
- Nasdaq
- Industry
- Electric Services
- SEC CIK
- 0000004904
In the last 90 days, American Electric Power Co Inc insiders filed 0 open-market purchases and 1 sale; 1,988 institutions reported holding it in 13F filings for Q2 2026, worth $68.6B in total; superinvestors Soros Fund Management and Icahn Capital hold it.
13F holders, Q3 2023
Institutional positions in American Electric Power Co Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,278
- −14 vs. Q2 2023
- Shares held
- 389.8M
- +10.1M (+2.6%) vs. Q2 2023
- Total value
- $29.3B
- −$2.70B (−8.4%) vs. Q2 2023
- New holders
- 118
- 496 more added
- Sold out
- 132
- 443 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,988 | $68.6B |
| Q1 2026 | 1,940 | $59.6B |
| Q4 2025 | 1,862 | $52.1B |
| Q3 2025 | 1,718 | $49.6B |
| Q2 2025 | 1,638 | $45.1B |
| Q1 2025 | 1,672 | $48.1B |
| Q4 2024 | 1,526 | $37.8B |
| Q3 2024 | 1,499 | $42.1B |
| Q2 2024 | 1,426 | $35.4B |
| Q1 2024 | 1,353 | $34.6B |
| Q4 2023 | 1,352 | $32.1B |
| Q3 2023 | 1,278 | $29.3B |
| Q2 2023 | 1,309 | $32.1B |
| Q1 2023 | 1,357 | $34.6B |
| Q4 2022 | 1,389 | $36.8B |
| Q3 2022 | 1,338 | $33.1B |
| Q2 2022 | 1,366 | $36.6B |
| Q1 2022 | 1,382 | $37.6B |
| Q4 2021 | 1,305 | $32.7B |
| Q3 2021 | 1,197 | $29.8B |
| Q2 2021 | 1,197 | $31.2B |
| Q1 2021 | 1,180 | $31.2B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 9,608 | $722.7K | 0.06% | +295+3.2% | Added |
| Trust Co of Toledo NA | 9,594 | $721.7K | 0.14% | +1,227+14.7% | Added |
| Gryphon Financial Partners LLC | 9,527 | $716.6K | 0.17% | −660−6.5% | Reduced |
| Perigon Wealth Management, LLC | 9,461 | $711.6K | 0.03% | +2,101+28.5% | Added |
| Teza Capital Management LLC | 9,444 | $710.4K | 0.12% | +625+7.1% | Added |
| LS Investment Advisors, LLC | 9,373 | $705.0K | 0.13% | +632+7.2% | Added |
| Brighton Jones LLC | 9,353 | $703.6K | 0.04% | −3,244−25.8% | Reduced |
| Oxford Financial Group Ltd | 9,352 | $703.5K | 0.06% | −42−0.4% | Reduced |
| HM Payson & Co | 9,343 | $702.8K | 0.02% | +5+0.1% | Added |
| Private Trust Co NA | 9,265 | $696.9K | 0.09% | −591−6.0% | Reduced |
| Lido Advisors, LLC | 9,232 | $694.4K | 0.01% | +253+2.8% | Added |
| C2C Wealth Management, LLC | 9,704 | $692.6K | 0.10% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 9,124 | $686.0K | 0.23% | +9,124 | New |
| Reuter James Wealth Management, LLC | 8,984 | $675.8K | 0.51% | −12−0.1% | Reduced |
| Busey Wealth Management | 8,928 | $671.6K | 0.03% | −2,407−21.2% | Reduced |
| Eudaimonia Advisors LLC | 8,894 | $669.0K | 0.47% | −61−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 8,876 | $667.7K | 0.08% | +113+1.3% | Added |
| Baker Tilly Wealth Management, LLC | 8,865 | $666.8K | 0.11% | −1,745−16.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,850 | $665.7K | 0.10% | −350−3.8% | Reduced |
| Toroso Investments, LLC | 8,756 | $658.6K | 0.02% | +1,162+15.3% | Added |
| Hyman Charles D | 8,735 | $657.0K | 0.04% | −172−1.9% | Reduced |
| Mutual Advisors, LLC | 8,720 | $655.9K | 0.03% | +982+12.7% | Added |
| Columbia Asset Management | 8,658 | $651.0K | 0.14% | −867−9.1% | Reduced |
| Alpha Family Trust | 8,635 | $649.5K | 0.49% | +8,635 | New |
| Investors Research Corp | 8,620 | $648.4K | 0.17% | 00.0% | Unchanged |
| Park Place Capital Corp | 8,611 | $647.7K | 0.19% | −137−1.6% | Reduced |
| Navalign, LLC | 8,574 | $645.0K | 0.24% | −78−0.9% | Reduced |
| GM Advisory Group, Inc. | 8,572 | $644.8K | 0.05% | 00.0% | Unchanged |
| Private Capital Management, LLC | 8,551 | $643.2K | 0.08% | +1,030+13.7% | Added |
| IHT Wealth Management, LLC | 8,536 | $642.1K | 0.03% | +723+9.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 8,478 | $637.7K | 2.86% | +8,478 | New |
| STF Management LP | 8,429 | $634.0K | 0.34% | +5,160+157.8% | Added |
| Johnson Financial Group, Inc. | 8,411 | $632.7K | 0.04% | +566+7.2% | Added |
| Imprint Wealth LLC | 8,405 | $632.2K | 0.53% | +1,789+27.0% | Added |
| Mirador Capital Partners LP | 8,293 | $623.8K | 0.14% | +1,987+31.5% | Added |
| Rogco, LP | 8,225 | $618.7K | 0.31% | +8,225 | New |
| Signaturefd, LLC | 8,164 | $614.1K | 0.02% | +2,300+39.2% | Added |
| Tradewinds, LLC. | 8,127 | $611.3K | 0.36% | −57−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 8,116 | $610.5K | 0.05% | −225−2.7% | Reduced |
| John G Ullman & Associates Inc | 8,104 | $609.6K | 0.10% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,452 | $607.2K | 0.46% | +80+1.0% | Added |
| Donaldson Capital Management, LLC | 8,064 | $606.6K | 0.03% | −341−4.1% | Reduced |
| Crestwood Advisors Group LLC | 7,957 | $598.5K | 0.02% | +197+2.5% | Added |
| Boothbay Fund Management, LLC | 7,952 | $598.1K | 0.02% | +7,952 | New |
| Harbour Investments, Inc. | 7,900 | $594.3K | 0.03% | +623+8.6% | Added |
| Aviva PLC | 7,893 | $593.7K | 0.00% | +200+2.6% | Added |
| HRT Financial LP | 7,888 | $593.0K | 0.01% | +7,888 | New |
| Banque Cantonale Vaudoise | 7,835 | $589.0K | 0.03% | +6,683+580.1% | Added |
| Twin Capital Management Inc | 7,806 | $587.2K | 0.08% | −731−8.6% | Reduced |
| Tower Bridge Advisors | 7,735 | $581.8K | 0.05% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 7,663 | $576.4K | 0.14% | +9+0.1% | Added |
| Smith, Moore & Co. | 7,620 | $573.2K | 0.08% | +12+0.2% | Added |
| Aigen Investment Management, LP | 7,609 | $572.3K | 0.11% | −5,456−41.8% | Reduced |
| Founders Financial Alliance, LLC | 7,575 | $569.8K | 0.25% | −2,236−22.8% | Reduced |
| Ballentine Partners, LLC | 7,545 | $567.5K | 0.01% | +1,569+26.3% | Added |
| Continuum Advisory, LLC | 7,535 | $566.8K | 0.09% | −353−4.5% | Reduced |
| Waters Parkerson & Co., LLC | 7,523 | $566.0K | 0.03% | +1,050+16.2% | Added |
| Caption Management, LLC | 7,500 | $564.1K | 0.07% | +7,500 | New |
| PDS Planning, Inc | 7,491 | $563.5K | 0.07% | −257−3.3% | Reduced |
| Longfellow Investment Management Co LLC | 7,426 | $558.6K | 0.15% | +7,426 | New |
| Boston Private Wealth LLC | 7,410 | $557.4K | 0.01% | −1,284−14.8% | Reduced |
| Capital Advisors Inc | 7,369 | $554.3K | 0.01% | −461−5.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,368 | $554.2K | 0.09% | +665+9.9% | Added |
| Ropes Wealth Advisors LLC | 7,367 | $554.1K | 0.11% | −2,092−22.1% | Reduced |
| Aptus Capital Advisors, LLC | 7,362 | $553.8K | 0.02% | +964+15.1% | Added |
| Northcape Wealth Management, LLC | 7,359 | $553.5K | 0.21% | −2,304−23.8% | Reduced |
| Cedrus LLC | 7,353 | $553.1K | 0.39% | +785+12.0% | Added |
| Brown Brothers Harriman & Co | 7,298 | $549.0K | 0.00% | −9,761−57.2% | Reduced |
| Prudent Man Advisors, LLC | 7,281 | $547.7K | 0.22% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 7,250 | $545.3K | 0.62% | +650+9.8% | Added |
| Archer Investment Corp | 7,199 | $541.5K | 0.19% | +1,045+17.0% | Added |
| Bard Financial Services, Inc. | 7,155 | $538.2K | 0.07% | 00.0% | Unchanged |
| Keystone Financial Group | 7,146 | $537.5K | 0.09% | +110+1.6% | Added |
| Trust Co of Virginia | 7,134 | $536.6K | 0.06% | +1,200+20.2% | Added |
| RSM US Wealth Management LLC | 7,123 | $535.8K | 0.02% | +142+2.0% | Added |
| Great Valley Advisor Group, Inc. | 7,108 | $534.9K | 0.02% | −909−11.3% | Reduced |
| Portside Wealth Group, LLC | 7,143 | $534.0K | 0.10% | +598+9.1% | Added |
| Nations Financial Group Inc, | 7,035 | $529.2K | 0.05% | +155+2.3% | Added |
| Valeo Financial Advisors, LLC | 6,995 | $526.1K | 0.02% | +756+12.1% | Added |
| Merit Financial Group, LLC | 6,974 | $524.6K | 0.02% | +30+0.4% | Added |
| EP Wealth Advisors, LLC | 6,967 | $524.0K | 0.01% | +5,943+580.4% | Added |
| South State Corp. | 6,954 | $523.1K | 0.05% | −118−1.7% | Reduced |
| StoneX Group Inc. | 6,931 | $521.3K | 0.06% | +369+5.6% | Added |
| Buckingham Strategic Partners | 6,872 | $517.0K | 0.03% | +1,892+38.0% | Added |
| Garrison Point Advisors, LLC | 6,840 | $514.5K | 0.40% | −620−8.3% | Reduced |
| Ti-Trust, Inc | 6,840 | $514.5K | 0.49% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,801 | $511.6K | 0.05% | −275−3.9% | Reduced |
| Horizon Investments, LLC | 6,869 | $510.8K | 0.02% | +93+1.4% | Added |
| Welch Group, LLC | 6,780 | $510.0K | 0.03% | +460+7.3% | Added |
| Bessemer Group Inc | 6,753 | $508.0K | 0.00% | +1,041+18.2% | Added |
| Powell Investment Advisors, LLC | 6,708 | $504.6K | 0.30% | −255−3.7% | Reduced |
| Intrua Financial, LLC | 6,696 | $503.7K | 0.09% | +2,016+43.1% | Added |
| Krane Funds Advisors LLC | 6,665 | $501.0K | 0.02% | +644+10.7% | Added |
| Financial Advocates Investment Management | 6,630 | $498.8K | 0.04% | −347−5.0% | Reduced |
| Coldstream Capital Management Inc | 6,525 | $490.8K | 0.02% | +702+12.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,770 | $488.7K | 0.07% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,491 | $488.3K | 0.24% | −366−5.3% | Reduced |
| Peddock Capital Advisors, LLC | 6,442 | $484.6K | 0.16% | −425−6.2% | Reduced |
| Modera Wealth Management, LLC | 6,404 | $481.7K | 0.01% | −31−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 6,347 | $477.4K | 0.05% | 00.0% | Unchanged |